Defining Roles & Adding Users


Users are assigned a Role upon creation. Role assignments determine what data is made visible to the user within the system.

To create new Roles navigate to: System > Setup > Roles > Add

To customize permissions, select the desired modules. More detailed restrictions can be enabled by selecting: “Show module permission details?. For example: a processor can have access to the banking module but isn’t given access to run reports on agent financials.

Provide a Role name and select Save

Adding Users

To add users navigate to: System > Users > Add

Complete the required fields then select a Role for the user, and Save


For instances where multiple companies are deployed (i.e. multiple TAX IDs) note that each user is unique to that individual company file.

Still need help?

Get in touch



Open a Ticket

Get Started